Provide us information about the taxpayer that owns the property involved in the 1031 exchange. You can identify more than one taxpayer.
Please provide us information about your exchange order. Let us know the best way to contact you while we are processing your order.
If you're entering the order on behalf of a client, be sure to give us your name in case we have a question about the order.
If you're unsure about any of the information we're requesting, don't worry. We can contact you later to fill in details or correct any information.
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Are there multiple taxpayers involved in this exchange? - Check "yes" if there is more than one taxpayer who will be a party to this transaction. Note: You can open the order by providing the name of one taxpayer. We will contact you for the names of the other taxpayers involved.
Taxpayer/Entity Name - Enter the name of the taxpayer as shown on Federal tax return (last, first, middle initial, or entity name)
Taxpayer Contact Name - Enter the name of an individual taxpayer we may contact about this transaction
Taxpayer Mailing Address - Enter the mailing address to which we can mail the taxpayer forms and documents.
Taxpayer Telephone - Enter the telephone number at which the taxpayer prefers to be contacted.
Taxpayer FAX - Enter a FAX number to which we can send forms and documents.
Taxpayer E-mail Address - Enter an e-mail address for communicating with the taxpayer.
Taxpayer's Contact Preference - Tell us how the taxpayer would prefer to communicate during this transaction
Taxpayer's Delivery Preference - Tell us how the taxpayer would like to receive forms and documents during this transaction
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